Real Estate Convictions 2023 Q1
5/16/23
The unexpected resilience of the European economy has led to an improvement in the
business perspectives for 2023. However, the ECB has once again chosen to increase its
interest rates to limit the impact of inflation, which is expected to decrease by the end of
the year. For analysts, controlled inflation will enable a new, more accommodative policy
of interest rates. Regarding real estate, this situation has led investors to be more rigorous
in their allocation choices during the first quarter of 2023. At the same time, we note that
real estate assets that meet ESG criteria and are able to generate performance through
income return, particularly healthcare assets, are becoming attractive to investors
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